Browsing Tag
Required Minimum Distributions (RMD)
56 posts
Another Lame-Duck Push to Pass Retirement Savings Reform
Retirement Security & Savings Act boosts 401(k)s, IRAs, small business plans, and retirement savings access for workers.
Minimum Distribution Problems—Why They Exist and What Can Be Done
The minimum distribution requirements of Internal Revenue Code Section 401(a)(9) generally require that plan participants withdraw at least…
401(k) Participants Perplexed Over RMDs
Americans are struggling to understand the ins and outs of required minimum distributions (RMDs) from 401(k) plans. The impact…
Determining the ‘Right’ IRA Balance
IRA account vs individual balance matters for retirement planning, withdrawals, and equity allocation decisions.
After-Death Distributions: What 401k Advisors Need to Know
Unlike lifetime RMD distributions, after-death RMD distributions depend on the identity of the beneficiary(s) of the 401k participant.[1]…
RMD Rules Set to Change for Individuals with Lower Account Balances
The Obama Administration quietly inserted a change in the rules for minimum required distributions (RMD) earlier this year…